1. Roles
Every user must be assigned a role when added to an account in HosPortal . A role can be defined as the primary function of the user, for example a "Consultant", "Registrar", "Anaesthesia Registrar" or a "Radiologist";
A role can be for a particular duration or for an unlimited period;
When a period of assignment of a role for a user ends, the user will be marked as inactive and will not be able to login to that site i.e. the user will not be able to login to the particular hospital's account where the role has ended;
Watch this brief video on how to create a new role. In this example, an end date is not set for the role, which means that the role will continue on indefinitely. Also, a permission group is assigned to this role at the time of creation. So, when a new user is assigned this role, the user will automatically inherit the permission group.
1.1 Role Tags
A role tag is an easier form of identification to group and filter roles and can be used when building rosters.
2. Skills
2.1 Defining skills
To define the range of skills available at your facility, navigate to Admin > Skills. Click Add (A). Put in the name and the role associated with this skill such as Cardio skills for Consultants (B). Multiple roles can be selected for a specific skill.
2.2 Applying skills to individuals
Once skills have been defined for each role, a site admin can now apply the skills to each individual.
Navigate to the user's profile and click on 'Roles/Skills/Teams' (C). Then 'Add Skill' (D).
Select the skills that this user has (E), and click 'Save'. Do this for each individual separately.
Note: You will only see the list of skills that this user is eligible to have. If you do not see the skills you anticipate, check point (2) above.
3. Teams
You can create a team and assign users to these teams for a period. Teams can consist of users that are in different roles. Teams are hierarchical and you can create a team as part of another team or a sub-team. Once a team structure is created, users can be assigned to teams for specific periods.
Watch this brief video on how to create a new team as a subset of another team.
